Filed December 4, 2023
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| Provider | Service type | Compensation |
|---|---|---|
DAVENPORT & COMPANY LLC5+ years Filed as: DAVENPORT AND COMPANY LLC Service code 19 · EIN 54-1835842 | Securities Custodian | $40,032 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $20,840-100.0% | $50,635-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 9.5%-9.5pp | 6.0%-6.0pp | 13.0%-13.0pp |
| Annual return | 17.34% | 13.58%+3.8pp | 18.06%-0.7pp | 13.59%+3.8pp |
| Employer contribution / active EE | $6,537 | $15,445-57.7% | $30,411-78.5% | $14,592-55.2% |
| Participant deferral / active EE | $0 | $70-100.0% | $40-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $139-100.0% | $1,675-100.0% | $29,657-100.0% |